We find hidden opportunities in Equipment & Services Providers, Coal and Natural Gas. We consider these themes longer term holdings instead of short-term plays
Nov
07
2013
Supply/Demand Dynamics Drive Three Emerging Market Energy Themes
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![Jun Zhu / Sr. Research Analyst & Co-Portfolio Manager](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_3350_LR_Jun.jpg?h=150&w=150&fit=crop&fp-y=.15)